TWM
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Tradition Wealth Management’s Best Buy BBY Stock Holding History

Tradition Wealth Management’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,196
Closed -$274K – 442
2024
Q4 		$274K Buy
3,196
+379
+13% +$34.6K 0.02% 337
2024
Q3 		$291K Buy
2,817
+6
+0.2% +$541 0.03% 327
2024
Q2 		$237K Buy
2,811
+7
+0.2% +$556 0.02% 354
2024
Q1 		$230K Buy
2,804
+6
+0.2% +$457 0.02% 348
2023
Q4 		$219K Sell
2,798
-103
-4% -$7.25K 0.02% 312
2023
Q3 		$202K Buy
2,901
+8
+0.3% +$618 0.02% 308
2023
Q2 		$237K Sell
2,893
-15
-0.5% -$1.12K 0.03% 282
2023
Q1 		$228K Buy
2,908
+39
+1% +$3.21K 0.03% 288
2022
Q4 		$230K Buy
2,869
+13
+0.5% +$957 0.03% 250
2022
Q3 		$181K Buy
2,856
+701
+33% +$51.9K 0.03% 272
2022
Q2 		$140K Buy
2,155
+266
+14% +$22.2K 0.02% 308
2022
Q1 		$172K Buy
1,889
+168
+10% +$16.6K 0.02% 319
2021
Q4 		$175K Buy
1,721
+504
+41% +$57.4K 0.02% 318
2021
Q3 		$129K Sell
1,217
-329
-21% -$37K 0.02% 329
2021
Q2 		$178K Buy
1,546
+70
+5% +$8.17K 0.03% 298
2021
Q1 		$169K Buy
1,476
+78
+6% +$8.73K 0.03% 268
2020
Q4 		$140K Buy
+1,398
New +$156K 0.03% 267

Other funds holding BBY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tradition Wealth Management's BBY Position: Q1 2025 in Review

Tradition Wealth Management sold out of Best Buy (BBY) in Q1 2025, closing a stake of 3,196 shares — an estimated $274K sold.

Tradition Wealth Management first reported a position in BBY in Q4 2020 and held it in 17 quarters. The position peaked at $291K in Q3 2024. 816 funds tracked by Wall St. Rank hold BBY as of Q1 2025.

  • Tradition Wealth Management reported no remaining Best Buy position as of Q1 2025 after selling out during the quarter.
  • Tradition Wealth Management sold 3,196 Best Buy shares in Q1 2025, an estimated $274K.
  • Tradition Wealth Management first reported a position in Best Buy in Q4 2020 and held it in 17 quarters.
  • Tradition Wealth Management's Best Buy position peaked at $291K in Q3 2024.
  • 816 funds tracked by Wall St. Rank held Best Buy as of Q1 2025.

Based on Tradition Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.